2024 Financial Institutions Conference: Afternoon Sessions
Presenters
Tom Wojcinski,
Principal,
Wipfli LLP
Boz Bostrom,
Associate Professor of Accounting & Finance,
College of Saint Benedict & Saint John's University
Blake Edwards,
Financial Institution Examiner, MKE Field Office,
FDIC
Eric Poulin,
Senior Consultant,
Darling Consulting Group
Joe Kennerson,
Managing Director,
Darling Consulting Group
Brittany Basler,
Regional Accountant, Chicago,
FDIC
Sam Gullerud,
Senior Risk Examiner, Large Financial Institutions,
FDIC
Overview
Sessions covered in this On-Demand replay of the Financial Institutions Conference:
Cybersecurity
Cybersecurity attacks continue to increase in sophistication and impact. Unsurprisingly, financial institutions remain one of the industries most targeted by cybercriminals. This session will discuss attack trends and how attackers are gaining access to financial institution networks. Technology change continues to increase pace as well. As financial institutions continue digital transformation efforts or explore utilizing generative AI tools, the attack surface for the institution often changes. You'll learn about key themes you need to consider and how cybersecurity programs must continue evolving to keep pace with the changes in your business and technology environment.
Regulatory Update: FDIC Examiners Share Their Perspectives
Local FDIC examiners and the FDIC Chicago regional accountant will share current perspectives from the agency on a variety of financial reporting topics and policy developments. You'll hear the latest findings on the allowance for credit losses, including commonly seen CECL models, credit quality observations, determining when a loan should be considered uncollectable, accounting for loan modifications, as well as insights about investment securities, fair value accounting, implications of the Wisconsin state income tax law change, and more!
Managing Your Balance Sheet Through Uncertainty
Now, more than ever, asset/liability management committees (ALCOs) are tasked with the difficult role of creating strategic perspective. Amid the fastest Fed tightening cycle in modern banking history, a steeply inverted yield curve and margins being squeezed, strategic focus has never been more critical. This session focuses on navigating this period of uncertainty and will highlight key considerations for lending, investments, deposits, wholesale and hedging initiatives to help shape a strategic ALCO meeting.
Current Issues in Business Ethics
This session will help you develop an understanding of current ethical challenges and strategies within the accounting profession. There will be a focus on learning from real-world ethical violations, including the attitudes of others related to ethics, as well as the laws, rules and regulations CPAs must follow and the consequences of not doing so. The benefits of ethical leadership will also be discussed.
NOTE: This session qualifies for 1.5 credits toward the WICPA membership Ethics CPE requirement.
NOTE: Certificates of attendance showing the CPE credit earned from this On-Demand program will be sent to your primary email on file approximately 2 weeks after viewing as we receive attendance reports from our streaming service provider. Members will also see this program reflected in their CPE tracker.
